Company Advanced Options Window - Print Tab

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The Print Tab is the first tab on the Company Advanced Options Window and contains default settings for printing Proposals, Invoices, Purchase & Work Orders, Delivery Tickets and Statements, and other reports.

***If you have the Showroom module, you will also see printing defaults for Quotes and Order Acknowledgements here.

company advanced options - print tab


Copies: This determines how many copies of the respective document will print by default.  Please note that the number of copies is only applicable when you print directly to your printer and will not affect the number of copies printed when the document is first previewed/displayed on your monitor.


Style:  Select the desired format, either Residential, Residential-with Deposit, Commercial, Commercial-with Deposit, Modern, Modern-Show Deposit for Proposals and Invoices or Classic and Modern for Purchase/Word Orders, Deliver Tickets, Statements, Quotes and Order Acknowledgements. You can choose to select another style at the time of generating or reprinting the Proposal or Client Invoice, however, the other document styles can only be changed here as an overall company default.

See Examples of each of these document Styles: Proposals, Invoices, Purchase/Work Orders.

Learn more about the with Deposit style documents here.


Letterhead:  Select this option if you would like the respective document to print on your company letterhead.  If Letterhead is not selected, then documents should be printed on plain paper as Design Manager will print your company information including the company name, address and phone number at the top of the page. *Proposals are unable to print on letterhead as of version 535.

To print an invoice on letterhead, select the Letterhead check box above.  Then when posting an invoice, choose the Preview option.  The invoice will appear in a web browser as a PDF link and will be able to print on your letterhead.

You can also use the Multiprint button on the Existing Invoice tab to print to letterhead.  ALL invoices that are viewed by clicking on the invoice number column link in existing invoices will print using the company logo loaded and will not be set for letterhead printing.


Abbreviated Header (Abr. Header): The company information will only print on the first page of the document to conserve paper.  Abbreviated document information will be displayed on subsequent pages.


Page X of Y: Check this option if you would like the total page number count to appear on a document (i.e. "Page 2 of 4" as opposed to "Page 2").


Collate: Check this option if you would like document pages to be collated.  Collated:  Page 1, 2, 3, 4 / 1, 2, 3, 4.  Non-collated: page 1, 1, 2, 2, 3, 3, 4, 4.


Reference Number (Ref. No.): This option applies only to Proposals, Invoices and Purchase Orders.  Select this option if you would like Item and Component reference numbers to be printed on a document.


Letterhead (LH) / Margins: Top and bottom margins can be set for letterhead (LH) and non-letterhead (No LH) use.  If you want Design Manager to print on your company letterhead, be sure that the Letterhead (Lttrhd.) option above is selected.


Top:  Enter a number here to set the default top margin for all documents.  You may enter two settings:  one to be used with the Letterhead option in the LH column and one setting to be used for blank paper in the No LH column.  By default, the software will leave a space that measures two (2) inches from the top of the page to accommodate your company logo, name and address when using the Letterhead option, but you can increase or decrease this value as necessary.
Bottom: Enter a number here to set the default bottom margin for all documents.  You may enter two settings:  with the Letterhead option in the LH column and one setting to be used for blank paper in the No LH column.  Increase this setting if your company has letterhead with print at the bottom of the page.  Also, it may be necessary to increase the bottom margin if text is being truncated at the bottom of the page.



Bold Item Name - select this option if you wish to bold the Item Name on your documents; such as a Proposal or Invoice.



Report Options:

Trim Printer Alignment: Adjust the alignment of checks and the 1099 document for differences in printers.  Increasing this number will move the printing down on the page, while entering a negative number will move it up.
Check Position: The Check Position menu has three options for printing checks:  Choose where your check prints on the page; at the top, middle, or bottom.
Time Stamp: Shows the date and time when the report was printed as opposed to the date only.
Keep Item Description Together: This is a default setting that pertains only to the Proposal and Invoice.  This option forces the Design Manager to skip a page after an Item if the Item that follows will not entirely fit on the current page.  This option is a default and can be set per Item when creating a new Proposal or new Client Invoice.  See the New Proposal Window - Options Tab and New Invoice - Options Tab for more information.


Show Status Color: This prints the Item Status in its set color on reports.   Uncheck this option to force the Status to print in black and white.  For more information on Item Status Types, see Item Status Types and the Company Information Window - Item Status Tab.


Highlight Alternate Row: Selecting this option will show a light gray highlight for every other line on reports.  This can be used to improve readability when looking across a line on the report. If you wish to change the color of the highlighted rows, click on the Click here to change the color button and select a new color.

Status Date Columns: This allows you to tell the system what dates to print on your Client Status Report. There are 3 Drop Down choices here. Allow the Client Status Report to show any of the 3 fields you choose (or optionally no fields, 1 field or only 2). Each drop down gives you a choice of the following:


(none) - will not print any of the possible dates
Ordered - Purchase Order Date
Expected Ship Date
Delivered Date
Install Date (User Defined Date 1)
User Defined Date 2
Received Date


For Details on these Dates see Purchase/Work Order Status Window and Component Window - Order Status Tab


See Client Status Report for more information on this report.